Unimech Aerospace & Manufacturing Limited · NSE:UNIMECH
Unimech Aerospace & Manufacturing — Q2 FY27 Earnings Presentation
26 slides from Unimech Aerospace & Manufacturing's earnings presentation, Oct 27, 2026
Slide 1: Letter to stock exchanges on investor presentation
October 27, 2026 To, National Stock Exchange of India Ltd. BSE Limited Symbol: UNIMECH Scrip Code: 544322 Sub: Investor Presentation for the quarter and half year ended 30 September 2026 Dear Sirs, In continuation to our letter dated October 22, 2026, and pursuant to Regulation 30 of the SEBI (Listi
Slide 2: Investor Presentation Q2 & H1 FY27
Unimech Aerospace and Manufacturing Limited Investor Presentation Q2 & H1 FY27
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Unimech Aerospace and Manufacturing Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscrib
Slide 4: Quarter & Half Yearly Update Q2 & H1 FY27
Quarter & Half Yearly Update Q2 & H1 FY27
Slide 5: Message from the MD's Desk
Message from the MD’s Desk “ The financial year continues to progress on a highly encouraging note for Unimech, with Q2 delivering strong momentum across our core business lines. In H1 FY27, revenue reached Rs.2,306 Mn, representing an 85% year-on-year growth driven by robust demand execution and ea
Slide 6: The Quarter's Scoreboard | Q2 & H1 FY27
The Quarter’s Scoreboard | Q2 & H1 FY27* Q2 FY27 H1 FY27 Operational Highlights Robust Financial Performance 98% 85% • Q2 revenue grew 98% YoY, EBITDA grew 164% and Revenue (Rs. Mn) PAT grew 103% 1,230.0 2,306.2 619.8 1,249.7 Long-term Customer Relationships • Secured a 10-year LTA with Honeywell Ae
Slide 7: Order Book
Order Book Total Order Book as on 30th Sept’ 26 : ~Rs. 855 Cr FAI-to-production funnel (Including Rs. 266 Cr (Confirmed PO’s) + LTA & Award Letter ~Rs. 589 Cr ) (Not Included in the Confirmed Order Book) Order book (Rs. Cr) - Confirmed PO’s only Current Industries Served FAI proved FAI pipeline 153%
Slide 8: Consolidated Statement of Profit & Loss – Quarterly & Half Yearly
Consolidated Statement of Profit & Loss – Quarterly & Half Yearly Particulars (Rs. Mn) Q2 FY27 Q2 FY26 Y-o-Y Q1 FY27* Q-o-Q H1 FY27* H1 FY26 Y-o-Y Revenue from operations 1,230.0 619.8 98% 1,076.2 14% 2,306.2 1,249.7 85% Expenditure Material & Conversion cost 376.5 199.4 89% 380.3 -1% 756.8 412.7 83
Slide 9: Business Overview
Business Overview
Slide 10: Aero Tooling / MRO Tooling / Ground Support Equipment
Aero Tooling / MRO Tooling / Ground Support Equipment • Manufactures highly engineered aerospace tooling for aircraft engine production, aircraft assembly and MRO operations • Serving OEMs and Tier-1 Engine Tool Licensees to meet specifications of aircraft and engine programmes. Aero Engine Tools Ho
Slide 11: Precision Components & Assemblies
Precision Components & Assemblies • Ability to manufacture complex components and integrated assemblies significantly expanding addressable market • Design and Qualification-led manufacturing with deep engineering expertise creates high entry barriers and long-term customer relationships What We Man
Slide 12: Initiatives Driving Long-Term Advantage
Initiatives Driving Long-Term Advantage Acquisition Joint Venture Strategic Investment Hobel Bellows Kanoo–Unimech Dheya Engineering Capability Expansion Manufacturing Platform Defense Opportunity ₹450 crore all-cash acquisition of Hobel 51:49 JV for establishing an advanced Exclusive manufacturing
Slide 13: Hobel Bellows: Capability-Led Acquisition
Hobel Bellows: Capability-Led Acquisition Capability-led acquisition expanding Unimech into precision-engineered assemblies and sub-systems About Hobel Bellows Product Portfolio Established 2007 Manufacturing Facility 2,00,000 sq. ft. in Visakhapatnam SEZ Operations ~90% exports Bellows Expansion Jo
Slide 14: Kanoo–Unimech JV: Saudi Advanced Machining Platform
Kanoo–Unimech JV: Saudi Advanced Machining Platform Key Highlights Precision machined components & capabilities Joint Investment in JV : ~USD 30 Mn Strategic Joint Venture State of the art manufacturing Unimech (51%) : Designed to serve global OEM’s and the Kanoo Group (49%) Middle east region Locat
Slide 15: Competitive Edge
Competitive Edge Structural Tailwinds Breadth of engineering capabilities • Record aircraft order backlogs support long-term demand visibility • 6,600+ qualified SKUs and 155+ machines • Higher fleet utilisation boosts MRO demand • Deep 3–5 axis CNC + special processes • ISM 2.0 (semi-conductor) wit
Slide 16: Key Growth Drivers
Key Growth Drivers Strategic pillars underpinning Unimech’s next phase of growth Capex Expansion Portfolio Expansion Unlocking New Growth Frontiers Manufacturing Facility in Saudi Arabia Expand beyond core precision manufacturing Accelerate growth through Strategic Collaborations, • Dedicated Oil &
Slide 17: Company Overview
Company Overview
Slide 18: Unimech: Trusted Global Precision Manufacturing Platform
Unimech: Trusted Global Precision Manufacturing Platform A reliable partner to leading OEMs & Tier 1s, engaged in design and qualification led manufacturing delivering high complexity tooling, precision components, assemblies and engineered systems for mission critical applications. At a Glance Key
Slide 19: Journey of Strategic Evolution
Journey of Strategic Evolution FY26 – Till Date FY23 – FY25 Global Precision Manufacturing FY19 – FY22 Capacity Expansion Accelerating towards becoming a global FY14 – FY18 precision engineering platform through Building Capability geographic expansion and strategic Evolved from an aerospace tooling
Slide 20: Advanced Manufacturing Facilities with Efficient Machining Capabilities
Advanced Manufacturing Facilities with Efficient Machining Capabilities Footprint Facilities 5 Manufacturing Facilities + 1 FTW 5.6 Lakh Sq. Ft. Tooling Facility Central Engineered Metallic Precision Manufacturing & Free Trade Manufacturing Footprint Fabrication Unit Parts Facility (Hobel Components
Slide 21: Founder Led Management with Deep Manufacturing Experience
Founder Led Management with Deep Manufacturing Experience Mani P Rajanikanth Balaraman Preetham S V Anil Kumar P Ramakrishna Kamojhala Co-Founder & Head of Component Co-Founder & Chief Growth / Co-Founder & Head of Co-Founder, CEO & Chairman Co-Founder & CFO & Assembly Business Technology Officer To
Slide 22: Independent Board and Governance Depth
Independent Board and Governance Depth Ashok Tandon Mr. Mukund Srinath Ms. Vidya Rajarao Mr. Pavan Krishnamurthy Mr. Sridhar Ranganathan Non-Executive Non-Executive Non-Executive Non-Executive Non-Executive Independent Director Independent Director Independent Director Independent Director Independe
Slide 23: Financial Overview
Financial Overview
Slide 24: Historical Financials – Income Statement
Historical Financials – Income Statement Particulars (Rs. Mn) FY24 FY25 FY26 H1 FY27 Revenue from operations 2,087.8 2,429.3 2,404.9 2,306.2 Expenditure Material & Conversion cost 706.7 744.0 728.6 756.8 Employee benefit expenses 324.4 465.3 534.2 355.1 Other expenses 264.8 299.4 390.9 311.7 Total O
Slide 25: Historical Financials – Balance Sheet
Historical Financials – Balance Sheet Equity and Liabilities (Rs. Mn) FY24 FY25 FY26 H1 FY27 Assets (Rs. Mn) FY24 FY25 FY26 H1 FY27 Equity Share Capital 220.0 254.3 254.3 254.5 Non Current Assets Other Equity 865.9 6,434.8 7,119.6 7727.1 a)Property, Plant and Equipment 450.7 1,427.8 1,777.7 1,868.2
Slide 26: Thank you
Thank you For any investor queries, please contact Unimech Aerospace and Manufacturing Ltd. Dentsu One - Investor Relations Aakash Jaiswal, Investor Relations Pratik Patil / Pranay Premkumar Mail: [email protected] Mail: [email protected] / Contact Number: 080 4204 6782 pranay.prem
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